Andrew Karczewski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at firms including NYLIFE Securities LLC and Empower Financial Group LLC. Outside of his advisory role, he assists with administrative work at Desert Cleaning Janitorial Services, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria.

Pilar Dumbolton is a financial advisor at Morgan Stanley with 21 years of industry experience and holds the Series 66 designation. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Michael Grabill is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Waddell & Reed. He is also president of Wealth Building Strategies, a corporation involved in insurance sales for fixed, long-term care, life, health, and Medicare supplement policies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions utilizing advanced asset-allocation tools and third-party platforms.

Rene Henriksen is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has held roles at First Republic Investment Management and First Republic Securities prior to joining J.P. Morgan in 2023. Henriksen holds Series 63 and Series 65 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a combination of institutional advisory operations and affiliated brokerage, distribution, and investment management capabilities.

Angela Baurley is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory work, she serves on the board of the Rotary Club of Tucson. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, with access to model portfolios and research from multiple sources.

Philip Garigan III is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked with RBC Capital Markets since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Steven Bishopp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at VOYA Financial Advisors and leadership at Sji Financial Services, Inc. and Sb Bishopp, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

John Peters is a ChFC® with 40 years of industry experience. He is currently with LPL Financial and was previously with Commonwealth Financial Network for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Korey Bowlby is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he served in various roles including positions with the U.S. Army Reserve, U.S. Department of Homeland Security, U.S. Department of the Air Force, and U.S. Department of State. Outside of his advisory role, he is an adjunct instructor at both Pima County Community College District and Des Moines Area Community College, where he teaches courses in criminal justice, criminology, and homeland security. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm manages over $1 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Bruce Deboer is a financial advisor with Mass Mutual Investors Services in Oro Valley, AZ, holding the ChFC® and Series 63 designations and possessing 50 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he serves as president of the Carrietowne North Home Owners Association. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning relationships to deliver tailored financial recommendations.

Juan Tapia Camou is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 after more than 14 years of providing service to international high net worth individuals and their families. Juan focuses on developing portfolio strategies, asset allocation, and diversification to support clients' investment objectives within their risk tolerance. He holds a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from ITESM. Juan's areas of expertise include family wealth management strategies, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Juan is fluent in English and Spanish. Outside of work, he enjoys bowling, football, racquetball, and traveling.

Matthew Gigstad is a financial advisor with Thrivent Investment Management in Tucson, AZ, holding a Series 66 designation and over 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves on the stewardship team for Fellowship Bible Church Tucson, assisting with budget and financial oversight. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics. The firm offers ongoing or one-time planning engagements without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Aaron Lampert is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Securities America, PFG Advisors, California Coast Credit Union, and LPL Financial, before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Turetzky is a financial advisor with Robert W. Baird & Co. in Tucson, Arizona. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is the owner of a marketing company run by his spouse. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, with an investment approach that incorporates internal research, manager selection, and the use of artificial intelligence tools.

Alexis Dow is a financial advisor at Wells Fargo Clearing based in Tucson, AZ, holding a Series 63 designation. She has been with Wells Fargo Bank since 2021 and transitioned to Wells Fargo Clearing in 2025. Prior to her financial services career, she held positions in diverse organizations including Starbucks and the Sunlight Center for Change LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from internal and external sources to support its investment strategies.

Jorge Gomez Del Campo is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry across Mexico and the United States. He specializes in developing strategies tailored to meet the complex needs of international high net worth families and business owners. Jorge employs a goals-based approach, assisting clients and their families in articulating and defining their financial objectives to create comprehensive investment and wealth management plans. Before joining Merrill Lynch Wealth Management in 2009, Jorge worked for BBVA Bancomer from 1993 to 2001, holding positions in Monterrey, Mexico City, Chicago, and Houston. His roles included work in the Investment Banking Division and on FX, Equity, and Derivatives desks. In 1996, he became a member of The Chicago Mercantile Exchange, trading Mexican Peso futures, and in 1997, he traded equities on the floor of the Bolsa Mexicana de Valores. Jorge holds a Bachelor’s degree in International Business from the Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM). He has earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ and has taught in conjunction with The Yale School of Management. Jorge is bilingual in Spanish and English and resides in Tucson, Arizona, with his wife and their four children. Outside of work, he enjoys swimming, spending time with family, and watching Chicago Cubs and University of Arizona games.

Robert Bakos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a comprehensive approach to wealth management, focusing on understanding clients' goals to develop personalized financial strategies. His expertise includes family wealth management, legacy and philanthropic planning, retirement income strategies, tax minimization, and investment planning for individuals and businesses. Robert graduated from the University of Arizona with a bachelor's degree in Economics, concentrating in Finance, and holds Series 7 and Series 66 FINRA registrations. He is also a Personal Investment Advisor (PIA) and a lifetime member of the University of Arizona Tau Sigma Honors Society. He has been involved in finance since 2005 and joined Merrill Lynch Wealth Management in 2015. In addition to his professional work, Robert serves on the boards of the Boys and Girls Club of Tucson and El Rio Health, and is a member of the Bank of America Volunteer Committee. His community involvement includes participation with the Boys and Girls Clubs of Tucson, Community Food Bank, and El Rio Health.

May Eudora Gottfried is a financial advisor at Edelman Financial Engines with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several non-financial positions such as driving for Uber and working in the restaurant industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Theodore Risen II is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Matthew D McLean, Ameriprise, New York Life, Merrill, and ADP LLC. He serves on the finance committee of the Tucson Interfaith HIV/AIDS Network, providing high-level advice to the treasurer. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Melissa Wacker is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked with Charles Schwab and its affiliated bank since 2018, following 13 years at Pacific Select Distributors, LLC and Pacific Life. Outside of finance, she is an independent beauty consultant for Mary Kay and operates an in-home business selling premium athletic wear. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.